you go to new york city, san francisco, florida, you go around the country, restaurants are full. you walk into a starbucks, that stock is down, yet here in the u.s., it's always busy. the same for mcdonald's. i think some of these stocks actually are getting quite cheap and interesting from a domestic perspecti perspective. the wild card still seems to be overseas. >> maria, they keep talking global, global. when i look at some of those companies -- in fact, this morning i was tweeting it out. some companies talking more ambitiously about their u.s. business. you have chicago bridge come out this afternoon. they were talking about their business in the u.s. being okay. >> well, that's the thing. i think corporates today are, you know, healthier and more lean and mean than they've ever been. frankly, i think the corporate sector is very well positioned. the problem is they're sitting on their cash because of the unstiu uncertainties, and are looking at a slower demand picture outside of the united states. that's what we're seeing in these earnings. but when things turn, the corpor